Steward Partners Investment Advisory, LLC Angel Oak Financial Strategies Income Term Trust Transaction History

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Angel Oak Financial Strategies Income Term Trust stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,417 shares of FINS stock, worth $19,016. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,417
Previous 3,000 52.77%
Holding current value
$19,016
Previous $39,000 56.41%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$12.54 - $13.29 $19,850 - $21,038
-1,583 Reduced 52.77%
1,417 $17,000
Q3 2024

Nov 14, 2024
BUY
$12.32 - $13.26 $19,502 - $20,990
1,583 Added 111.71%
3,000 $39,000
Q4 2023

Feb 12, 2024
BUY
$11.7 - $12.38 $14,402 - $15,239
1,231 Added 661.83%
1,417 $16,000
Q4 2020

Feb 11, 2021
SELL
$16.27 - $17.18 $797 - $841
-49 Reduced 20.85%
186 $3,000
Q4 2019

Jan 17, 2020
BUY
$19.7 - $21.0 $4,629 - $4,935
235 New
235 $4,000

Others Institutions Holding FINS

# of Institutions
42
Shares Held
14.2M
Call Options Held
0
Put Options Held
0
View Full List

About Angel Oak Financial Strategies Income Term Trust

FINS Quotes by TradingView
  • Ticker FINS
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about FINS
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email